Dillon Business Advisors

"I'll 'figure out' my exit strategy when the time comes."
BUT, "when the time comes" is when you want to execute not take another 2-3 years figuring it all out.

When you don't plan ahead, you lose leverage, valuation opportunities, and transition flexibility.

If you own a $1–10M business, this webinar is designed to help you understand what actually drives a successful sale or transition BEFORE you’re ready to exit.

We’re partnering with Trailhead Partners for a candid conversation on:
→ What buyers really look for
→ Why valuations can swing dramatically
→ The difference between internal transitions and external sales
→ What a competitive process changes
→ How long owners typically stay involved after closing
→ Why the highest multiple doesn’t always equal the best deal

📅 Thursday, May 21
🕛 12:00 PM CT
💻 Free to Attend

This is not “perfect world” strategy. It’s a practical discussion with Marcus Dillon, CPA, Drew Langford, and Zach Whitt around the real timelines, expectations, and decisions business owners face during a transition.

REGISTER HERE 👉 https://hubs.la/Q04g5pJc0

Most business owners wait too long to think about their exit strategy. 😓

Whether you plan to sell externally, transition internally, or simply want to maximize the value of what you’ve built, the process is often more complex, and more subjective, than people expect.

That’s why we’re partnering with Trailhead Partners for a candid, practical conversation on what it really takes to sell a business for top dollar.

📅 Thursday, May 21
🕛 12:00 PM CT
💻 Free to Attend

If your business generates $1–10M in revenue, this session is for you.

We’ll cover:
→ What the process and timeline actually look like
→ When owners can realistically step away after closing
→ Why valuations can vary more than expected
→ How competitive sale processes create stronger outcomes
→ What multiples really mean AND what matters even more than multiples

This won’t be generic, surface-level advice. This will be an honest discussion about the realities of business transitions and how to prepare well BEFORE you’re ready to exit.

REGISTER HERE 👉 https://hubs.la/Q04g0l4q0

We are proud to announce Marcus Dillon, CPA's recent recognition by Forbes as a Best-In-State Top CPA. This recognition celebrates excellence, innovation, and leadership across the accounting profession.

This honor is a reflection of Marcus’s unwavering commitment to serving his clients, team, and the broader accounting community with Collective by DBA. Through his dedication to education, mentorship, and building lasting relationships, Marcus continues to raise the standard for what it means to be a CPA and a leader.

At Dillon Business Advisors, we’ve seen firsthand how Marcus’s values of integrity, collaboration, and service shape everything he does. This recognition from is not just an individual achievement, it’s a testament to the collective impact of leading with purpose and passion.

Please join us in congratulating Marcus on this incredible and well-deserved honor!

DBA is honored to be named one of St. Louis's Best Accounting Firms for 2026. Thanks St. Louis Small Business Monthly for including our team in your Best in Business recognition.

Through Him, all things are made new.
Happy Easter from all of us at DBA.

If you are a small business owner talking with a CPA about taxes, you have probably heard the phrase "QuickBooks cleanup."

So what does it actually mean, and why does it cost so much?!?!

Watch this short video, where we explain what accounting cleanup is and factors that drive up the cost.
https://hubs.ly/Q043cycy0

Regular bookkeeping isn't just about keeping records. It's about ensuring your business runs smoothly and successfully.

Here are the ✦key benefits✦ of monthly bookkeeping that every business owner should know:

1. Better cash flow management through timely invoicing and expense monitoring.
2. Compliance and tax preparedness through organized records that allow for accurate tax filings without penalties.
3. Stress reduction and time savings with up-to-date information that alleviates the last-minute scrambling to gather information.
4. Budgeting based on timely data to set realistic goals, monitor progress, and adjust as needed.
5. Reduced fraud risk with regular monitoring to identify inconsistencies and unusual transactions.
6. Improved planning using valuable insights and trend analysis.

Want to run your business better? Reach out to a Dillon Business Advisors' Team of 3 today.
https://hubs.la/Q043cycr0

The formula is simple: 1% of every dollar invoiced goes to charity. No waiting. No creative accounting. No excuses.

If you want to maximize the impact of your small business, consider a donor advised fund. If you want to foster a generosity and impact mindset for your whole team, read this latest article featuring Marcus and Rachel Dillon sharing about the DBA Impact Fund and how each team member plays an important role.

Learn how Dillon Business Advisors made charitable giving systematic and measurable: https://hubs.la/Q041_xR10

✦Dead, Disappeared, or Just Done: What to do if you've lost your CPA✦

It is common for CPAs and accountants to practice as solopreneurs; however, this creates problems for clients when their trusted advisor is no longer around. So what do you do if your CPA closes the doors, passes away, or is no longer responsive?

1️⃣Don't freak out!
2️⃣Read this: https://hubs.la/Q03YS0d30

More than just tax preparation and filing!

At Dillon Business Advisors, we are committed to your success as a small business owner.

Growth goals? Your Client CFO meets with you quarterly to discuss pricing, client acquisition, hiring, cash flow, and even prospective business acquisitions.

How does Dillon Business Advisors provide this type of business growth and tax strategy to small businesses?

It starts with our team understanding exactly what you want for your business and your family. Your dedicated Team of 3 helps you evaluate new growth opportunities and make decisions that will save you thousands in taxes, provide better opportunities to your team, and increase the value of your business and your personal net worth.

The Team of 3 starts from your goals and:
Optimizes your income and expense categorization, depreciation, and financial statement presentation,
Calculates tax projections and walks you through tax saving scenarios twice a year,
Prepares and files tax returns and quarterly estimated payments,
And finally, meets with you quarterly to discuss progress on goals, current opportunities, and the answers to the questions keeping you up at night!

If you're done being bogged down with gathering last years' files for a required tax filing and ready to capitalize on growth opportunities, contact us today!
https://hubs.la/Q03YRYMD0

Regular bookkeeping isn't just about keeping records—it's about ensuring your business runs smoothly and successfully.

Here are the ✦key benefits✦ of monthly bookkeeping that every business owner should know:

1. Better cash flow management through timely invoicing and expense monitoring.
2. Compliance and tax preparedness through organized records that allow for accurate tax filings without penalties.
3. Stress reduction and time savings with up-to-date information that alleviates the last-minute scrambling to gather information.
4. Budgeting based on timely data to set realistic goals, monitor progress, and adjust as needed.
5. Reduced fraud risk with regular monitoring to identify inconsistencies and unusual transactions.
6. Improved planning using valuable insights and trend analysis.

Want to run your business better? Reach out to a Dillon Business Advisors' Team of 3 today.
https://hubs.la/Q03YS1dP0